Oct 17 (Reuters) - Nvidia ( NVDA ) uveiled on Friday the
first U.S.-made Blackwell wafer, produced at TSMC's
semiconductor manufacturing facility in Phoenix, as demand for
AI chips accelerates.
Companies have been racing to meet the broader AI industry's
voracious appetite for computing power as they develop AI
technology that meets or exceeds human intelligence.
The move "bolsters the U.S. supply chain and onshores the AI
technology stack that will turn data into intelligence and
secure America's leadership for the AI era," Nvidia ( NVDA ) said in a
blog post.
It also aligns with President Donald Trump's efforts to
strengthen U.S. technology and manufacturing leadership.
TSMC's Arizona facility will produce advanced technologies
including two-, three- and four-nanometer chips, as well as A16
chips, that are essential for applications like AI,
telecommunications and high-performance computing, Nvidia ( NVDA ) said.
There has recently been a flurry of mega deals between AI
firms and chipmakers such as Nvidia ( NVDA ), AMD and Broadcom ( AVGO )
to build data center capacity.
TSMC, the world's biggest producer of advanced chips, raised
its full-year revenue forecast on Thursday on a bullish outlook
for AI spending after posting a record profit that blew past
market estimates.